Commercial Aerospace Recovery Well Under Way, S&P Report Says
20 Mars 2006 - 7:46PM
PR Newswire (US)
NEW YORK, March 20 /PRNewswire/ -- Orders for commercial airplanes
reached dramatic new levels in 2005, according to a report
published by Standard & Poor's Ratings Services today,
"Commercial Aerospace Recovery Takes Wing." The two manufacturers
that share a duopoly market-Airbus SAS, 80% owned by European
Aeronautic Defence and Space Co. N.V. (EADS, A/Stable/A-1) and 20%
by Britain's BAE Systems PLC (BBB/Negative/A-3), and Boeing Co.
(A/Stable/A-1)-- received a combined total of 2,057 firm orders,
net of 83 cancellations. Airbus led with 1,055 units versus
Boeing's 1,022. These numbers are far better than the 638 industry
orders in 2004 (366 for Airbus and 272 for Boeing) and exceeded the
previous record of 1,631 units set in 1989, when McDonnell Douglas
Corp. was also in the business. By comparison, orders averaged
below 400 per year in a weak 1991-1995 period and about 1,000
annually during a market upturn in the late 1990s and in 2000.
"Demand was particularly strong from airlines in Asia and the
Middle East, supported by generally healthy global economic
activity, growing air traffic, and upward trending financial
results of many air carriers in those regions," said Standard &
Poor's credit analyst Roman Szuper. Long-term fundamentals for
commercial aerospace appear favorable, supported by projected air
traffic growth of about 5% per year (6.0%-6.5% in 2006), the report
notes. This assumes a continuation of moderate economic growth and
no new shocks to the aviation system. Industry demand in the past
had been driven by air traffic growth (about 70% of demand), which
has typically exceeded economic growth, and the need to replace
older planes. The report is available to subscribers of
RatingsDirect, Standard & Poor's Web-based credit research and
analysis system, at http://www.ratingsdirect.com/. If you are not a
RatingsDirect subscriber, you may purchase a copy of the report by
calling (1) 212-438-9823 or sending an e-mail to . Ratings
information can also be found on Standard & Poor's public Web
site at http://www.standardandpoors.com/; under Credit Ratings in
the left navigation bar, select Find a Rating, then Credit Ratings
Search. All Standard & Poor's research information is
accessible for 24 hours after publication on the public Web site.
Members of the media may request a copy of this report by
contacting the media representative provided. About Standard &
Poor's Standard & Poor's, a division of The McGraw-Hill
Companies (MHP), is the world's foremost provider of independent
credit ratings, indices, risk evaluation, investment research and
data. With approximately 6,300 employees located in 20 countries
and markets, Standard & Poor's is an essential part of the
world's financial infrastructure and has played a leading role for
more than 140 years in providing investors with the independent
benchmarks they need to feel more confident about their investment
and financial decisions. For more information, visit
http://www.standardandpoors.com/. DATASOURCE: Standard & Poor's
CONTACT: Media Contact: John Piecuch, New York, (1) 212-438-1102;
Analyst Contacts: Roman Szuper, New York, (1) 212-438-7813 Web
site: http://www.standardandpoors.com/
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